See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,447 | $150,440+38.6% | $136,294+52.9% | $147,584+41.2% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 14.49% | 1049.08%-1034.6pp | 5155.94%-5141.5pp | 578.55%-564.1pp |
| Employer contribution / active EE | $11,866 | $5,256+125.8% | $4,695+152.7% | $4,876+143.3% |
| Participant deferral / active EE | $9,902 | $6,630+49.3% | $6,247+58.5% | $5,439+82.1% |
| Admin fee / account holder | $20,410 | $10,905+87.2% | $9,243+120.8% | $10,885+87.5% |